Custom fields allow you to create and add unique data fields to your forms, ensuring you capture the exact information you need—beyond the limitations of standard fields:
- Tailored data: Collect specific information relevant to your organization’s needs.
- CRM integration: Easily map new fields to your CRM for seamless data management.
How to Create a Custom Field
- In the left navigation, go to “Settings.”
- Click “Custom Fields,” then “Create New Custom Field.”
- Fill in the details of how you want the Field would look like:
- Title: Name your field.
- Field Reference: Appears in CRM and export.
- Type: Choose the field type (e.g., text, dropdown).
- Default Label: Set the label that appears on the form.
- Set up the type settings: These are unique to each element type.
- Add translations if needed.
Adding Custom Fields to a Form
- Go to the form and step where you want to add the field.
- Click “Add New Element” and select your custom field.
- Test the form to ensure the field works as expected.